Print Reports > Client Documents

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Use the Documents tab of the File > Print dialog to choose the transmittal letters and other client documents that you wish to print.

From the File > Print dialog, click the Documents tab. Double-click Client Documents to move it to the Selected pane. Highlight Client Documents in the Selected pane and then click the Options button to open the print options dialog where you choose the specific documents that you wish to print.

Note: To create or edit a transmittal letter, invoice, or other user-defined client document, choose Transmittal Letter from the Setup menu, or click the /_images/acct_pr/csa/tle-shortcut_icon.gif icon on the shortcut bar. You may save a transmittal letter as a client-specific document (in the selected client's own folder) or as a global document (available for any client, in the CSAData folder).

Fields & buttons

General tab

Deduction Selection tab

The Deduction Selection tab is applicable only when a client document that contains a deductions variable is selected on the General tab.

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